Investment Management Documentation Negotiator

Pay Rate

up to $105/hr

• Negotiate investment management agreements for the segregated account client base as well as trading and derivative documentations.
• Project manage the workload and maintain/develop relationships with key stakeholders (e.g. Client Relationship Management and Take-on teams, Legal & Compliance, Portfolio Management teams).
• Support other geographical regions (including Asia-Pacific and EMEA) as required, due to the global nature of the IM business and the team.
• Work on wider initiatives and documentation aspects relating to other aspects of the Client business.

Skills Required

• Professional maturity, confidence, presence, and initiative.
• Good judgment and practical outlook; commercially-minded.
• Solid drafting and negotiation skills.
• Strong organizational skills.
• Good written and oral communication skills; able to distill complicated concepts and legal jargon into plain English.
• Aptitude for risk and controls.
• Strong ability to influence outcomes and stakeholders.

Areas of Expertise and Experience

• Sound understanding of the asset management industry and knowledge of the client base of an institutional asset manager.
• Knowledge of trading and derivative documentations as well as investment management agreements and ancillary agreements.
• Understanding of financial services regulation, including the current regulatory framework relating to asset management and derivatives.
• Working knowledge of funds in general and other commercial contracts with clients, distributors, intermediaries, or other agents within the asset management sector.
• At least 5 years PQE in a major law firm and/or in-house at a sell-side or buy-side financial institution.

Client is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross-section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.